See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,898 | $100,852-52.5% | $90,404-47.0% | $158,922-69.9% |
| Participation rate | 83.3% | 75.0%+8.3pp | 72.7%+10.7pp | 82.0%+1.4pp |
| Annual return | 19.42% | 1724.20%-1704.8pp | 1293.02%-1273.6pp | 302.83%-283.4pp |
| Employer contribution / active EE | $1,382 | $3,689-62.5% | $3,262-57.6% | $4,761-71.0% |
| Participant deferral / active EE | $5,699 | $4,348+31.1% | $3,963+43.8% | $5,982-4.7% |
| Admin fee / account holder | $6,099 | $6,501-6.2% | $5,611+8.7% | $11,246-45.8% |